Calculating the weights of stocks you own can be useful to your investment strategy. For example, if your investment goal is to allocate no more than 15% of your portfolio to any single stock, ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Calculating the weights of stocks you own can be useful to your investment strategy. For example, if your investment goal is to allocate no more than 15% of your portfolio to any single stock, ...